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Dell: The AI Infrastructure Compounder The Market Still Misreads

Source: SeekingAlpha

2026-05-27 08:07:28 ET

The easy story on Dell Technologies ( DELL ) is that the trade is over. The stock sits above $300 at an all-time high, after the whole AI-hardware complex re-rated this year. Buy a hardware maker at a record? That sounds late....

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Dell: The AI Infrastructure Compounder The Market Still Misreads
Dell Technologies Inc. Class C

NASDAQ: DELL

DELL Trading

11.8% G/L:

$459.16 Last:

14,298,944 Volume:

$426.15 Open:

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DELL Stock Data

$83,386,232,997
619,349,705
2.47%
793
N/A
Hardware & Equipment
Technology
US
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